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LFPartners Inv Funds-ASG Dynamic Income A2 EUR

Ranked 305 out of 332 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The Funds objective is to achieve capital gains through strategic allocation of its assets in a global diversified income-generating portfolio. The portfolio is structured with a mix of fixed income products and alternative income asset classes, such as Master Limited Partnerships (MLPs) Dividend generating Equities and Real Estate Investment Trusts (REITs). Through a dynamic investment approach, the Fund strategically invests in investment companies with robust balance sheets and sustainable earnings patterns that will deliver a performance over and above an equivalent static portfolio.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 305/332 Total Return
  • Rank 163/332 Standard Deviation
  • Rank 283/332 Max Drawdown
Fund Name Currency Return
303 BNY Mellon Global Bond I EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.6%

304 Yellow Fund Sicav Cedola by Duemme C Dis EUR

-4.6%

305 Morgan Stanley Global Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

305 LFPartners Inv Funds-ASG Dynamic Income A2 EUR EUR

-4.7%

307 Templeton Global Bond (Euro) A (acc) EUR EUR

-4.7%

Fund Name Currency Risk
161 Best Global Bond Concept EUR

2.0

161 Expert Inv. II SICAV-SIF - Nympheas 1 EUR

2.0

163 LFPartners Inv Funds-ASG Dynamic Income A2 EUR EUR

2.1

164 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

165 UBAM Absolute Return Fixed Income RC EUR EUR

2.1

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -2.9% -0.6%
2017 7.2% 3.5% 2.4% 0.9% 0.2%
2016 4.8% -1.9% 2.0% 3.8% 0.9%
2015 -2.4% 2.1% -0.6% -3.4% -0.3%
2014 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date19/09/2014
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU1107613256

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).